Best Financial Advisors in Aurora, IL

24 firms listed · 6 in Aurora · 4 open weekends · 22 rated 4.5+ · 1 shows a license

Data verified October 16, 2026

NR Group Tax Services

NR Group Tax Services

(9)
  • Money
“Very good service, friendly and attentive, I personally recommend the professional service, they helped me with my taxes and to start a new business adventure, it was very fast and safe, they helped me with all the doubts I had.”
In Business Since 2009
Se Habla Español
1187 N Farnsworth Ave Suite 109, Aurora, IL
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Doepel & Wikstrom Wealth Management of Raymond James

Doepel & Wikstrom Wealth Management of Raymond James

(2)
“The advisors are attentive to questions and concerns, ensuring a clear understanding of the strategies and potential outcomes.”
In Business Since 1998
Transparent Fees & Pricing
127 Aurora Ave, Naperville, IL
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Cruz Investments & Wealth Management

Cruz Investments & Wealth Management

(2)
“Rey and his team of professionals create an incredible experience of comfort & confidence in financial expertise and retirement planning.”
In Business Since 2000
605 N Broadway 2nd floor, Aurora, IL
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Intellectual Business Solutions

Intellectual Business Solutions

(1)
“Ann is energetic and business savvy!”
In Business Since 2013
2996 Coastal Dr, Aurora, IL
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Mooney & Thomas

Mooney & Thomas

In Business Since 1997
2111 Plum St # 150, Aurora, IL
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Rezny Wealth Management

Rezny Wealth Management

In Business Since 2008
75 Executive Dr Suite 325, Aurora, IL
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The 24 firms listed for Aurora, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Aurora, IL

Of the 24 firms we list here, 6 are in Aurora itself and 18 come from towns including Naperville (12, 6 mi), Warrenville (2, 7 mi) and Lisle (1, 12 mi). 23 of the firms on this page have a rating, from 4.1 to 5.0 across 434 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. 4 are open on Saturdays. The services the firms on this page list most often on their websites are investment management (4), financial planning (3), retirement planning (3), tax planning (3) and bookkeeping (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 43 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 21 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Aurora take financial planning bookings online?

8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

D&D Financial Services

D&D Financial Services

In Business Since 2014
2524 Lambert Dr, Aurora, IL
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Pillar & Company, Cpas

Pillar & Company, Cpas

(27)
  • Job
  • Team
  • Questions
“I have been coming to Joe from Pillar and Company from 2018 , Joe has been excellent in his service that he has provided to me and his work is flawless !!”
Free Initial Consultation
In Business Since 2020
Offers Financing Options
Accepts Cash
1952 McDowell Rd #110, Naperville, IL
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Stenger Family Office | Naperville Financial Advisor

Stenger Family Office | Naperville Financial Advisor

(42)
  • Values
  • Question
  • Generations
“I interned with Nick & the team for a semester during my time at Wheaton and walked away knowing that the Stenger Family Office is passionate about and committed to upholding our traditional American values of hard work and integrity.”
In Business Since 2023
400 E Diehl Rd Suite 550, Naperville, IL
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Susan S. Lewis

Susan S. Lewis

(44)
  • Business Tax
  • Small Business
  • Peace
“Susan Lewis is remarkable in her ability to synthesize financial information and suggest new ways to improve and simplify company or individual finances.”
1064 104th St, Naperville, IL
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F5 Financial

F5 Financial

(22)
  • Needs
  • Company
  • Budgeting
“We like the F5 approach to financial planning because it's well-structured and comprehensive – F5 helps with our estate planning, retirement planning, investments, 529 planning, and family budgeting.”
In Business Since 2011
Transparent Fees & Pricing
29 S Webster St Suite 350B, Naperville, IL
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Millington Financial Advisors

Millington Financial Advisors

(1)
“I have had the incredible benefit of their financial expertise.”
In Business Since 2014
BBB Rating: A+
Accepts All Major Credit Cards
222 S Mill St, Naperville, IL
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Hanson Financial Services

Hanson Financial Services

In Business Since 2011
BBB Rating: A+
Accepts All Major Credit Cards
Rp Professional Building, 507 Fairway Dr # 143, Naperville, IL
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Trifound

Trifound

(1)
“Knowledgeable, friendly staff; easy to reach and make appointments; good fund growth.”
In Business Since 2006
BBB Rating: A+
Serving Aurora Area
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SAI Financial Services

SAI Financial Services

(22)
  • Questions
  • Financial Advisor
  • Organization
“When I met Michael in 2017, a few months after the passing of my husband and looking for assistance with money management in several areas, he was so helpful and knowledgeable.”
In Business Since 1983
Serving Aurora Area
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Radha Associates

Radha Associates

(13)
  • Financial
  • Efficient
“They provided a comprehensive range of services (tax prep, audit, advisory services) with impressive communication, efficiency, thoroughness, and responsiveness, ultimately leading to favorable results (tax savings, problem resolution, improved finan...”
In Business Since 2008
1730 Park St STE 223, Naperville, IL
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Wolfpack Capital

Wolfpack Capital

(11)
  • Understanding
  • The Future
  • Happy
“He has helped connect me to multiple resources and contacts that help to personalize my financial and life goals such as paying off student loans, buying a home, and overall managing my money better for the time being and the future.”
In Business Since 2021
Licensed
2001 Butterfield Rd #800, Downers Grove, IL
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Accounting & Tax Advisers Cpas

Accounting & Tax Advisers Cpas

(8)
“They have always promptly solved any issues that I have had and are easily accessible.”
In Business Since 1992
Free Initial Consultation
Serving Aurora Area
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Sheridan Options Mentoring

Sheridan Options Mentoring

(15)
  • Courses
  • Craft
  • Trading Strategy
“Sheridan Mentoring has provided me with many of the tools, strategies and knowledge to further my options trading to a level that is consistently profitable.”
In Business Since 2024
Serving Aurora Area
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Fiduciary Financial Partners

Fiduciary Financial Partners

(5)
  • Retirement
  • Market
  • Team
“Most importantly for us, people not overly enamored with following the market or the details of financial mechanisms, the team at FFP has earned our trust and confidence, and generated results with their coaching and action.”
In Business Since 2011
1250 E Diehl Rd #404, Naperville, IL
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Waterseed Wealth Management

Waterseed Wealth Management

(1)
“Thea is Very dilligent and communicates regularly with her clients”
In Business Since 2006
Transparent Fees & Pricing
2020 Calamos Ct Suite 200, Naperville, IL
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Matsock Financial

Matsock Financial

(1)
“Excellent staff, excellent everything!!!”
In Business Since 2019
Family Business
1750 N Washington St # 112A, Naperville, IL
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Butler Accounting & Taxes

Butler Accounting & Taxes

(10)
“Linda and her team are the best!”
In Business Since 2018
Serving Aurora Area
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The Stanton Group WP | Seacrest Wealth Management

The Stanton Group WP | Seacrest Wealth Management

(4)
  • Retirement Planning
  • Advisor
  • Kids
“This was especially recognized when he helped us through the personal and difficult situation of making financial and care decisions for my ailing father.”
In Business Since 2016
2020 Calamos Ct Suite 200, Naperville, IL
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Retirement Planning and Investment Management Services in Aurora, IL Cost Estimates

Minimum cost
$1216
Maximum cost
$10330
National Average
$3646
Avg Per Hour Rates
$365
$2431
$6684
Fair price range is based on 312 cost profiles
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Average Cost $3646
Minimum cost $1216
Maximum cost $10330
Avg Per Hour Rates $365

Fair range $2431 to $6684 is based on 312 cost profiles.

Why these companies made our list

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